Amendment: SEC Form SC 13G/A filed by Smith Douglas Homes Corp.

Amendment: SEC Form SC 13G/A filed by Smith Douglas Homes Corp.

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Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

Director Faucett Neill B bought $121,503 worth of shares (7,000 units at $17.36), increasing direct ownership by 93% to 14,505 units (SEC Form 4)

Officer Devendorf Russell bought $50,389 worth of shares (3,000 units at $16.80), increasing direct ownership by 1% to 299,952 units (SEC Form 4)

Director Jackson Jeffrey T bought $110,933 worth of shares (6,000 units at $18.49), increasing direct ownership by 30% to 25,682 units (SEC Form 4)

Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

Director Faucett Neill B bought $121,503 worth of shares (7,000 units at $17.36), increasing direct ownership by 93% to 14,505 units (SEC Form 4)

Officer Devendorf Russell bought $50,389 worth of shares (3,000 units at $16.80), increasing direct ownership by 1% to 299,952 units (SEC Form 4)

Director Jackson Jeffrey T bought $110,933 worth of shares (6,000 units at $18.49), increasing direct ownership by 30% to 25,682 units (SEC Form 4)

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Smith Douglas Homes Corp. Announces Stock Repurchase Program

Smith Douglas Homes Reports First Quarter 2025 Results

Smith Douglas Homes Schedules First Quarter 2025 Earnings Release and Call

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Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

SEC Form SC 13G filed by Smith Douglas Homes Corp.

SEC Form SC 13G filed by Smith Douglas Homes Corp.

11/12/24 9:35:28 AM ET

$SDHC

Homebuilding

Consumer Discretionary

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SC 13G/A 1 d900348dsc13ga.htm SC 13G/A SC 13G/A

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

SCHEDULE 13G

(Rule 13d-102)

Information to be Included in Statements Filed Pursuant to Rule 13d-1(b), (c)

and (d) and Amendments Thereto Filed Pursuant to Rule 13d-2.

Under the Securities Exchange Act of 1934

(Amendment No. 1 )*

Smith Douglas Homes Corp.

(Name of Issuer)

Class A Common Stock

(Title of Class of Securities)

83207R107

(CUSIP Number)

9/30/2024

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

☒ Rule 13d-1(b)

☐ Rule 13d-1(c)

☐ Rule 13d-1(d)

*	The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).


CUSIP No. 83207R107		13G


CUSIP No. 83207R107		13G


CUSIP No. 83207R107		13G


CUSIP No. 83207R107		13G

Item 1(a)

Name of Issuer:

Smith Douglas Homes Corp.

Item 1(b)

Address of Issuer’s Principal Executive Offices:

110 Village Trail, Suite 215, Woodstock, GA, 30188

Item 2(a)

Name of Person Filing:

Artisan Partners Limited Partnership (“APLP”)

Artisan Investments GP LLC (“Artisan Investments”)

Artisan Partners Holdings LP (“Artisan Holdings”)

Artisan Partners Asset Management Inc. (“APAM”)

Item 2(b)

Address of Principal Business Office:

APLP, Artisan Investments, Artisan Holdings, and APAM are all located at:

875 East Wisconsin Avenue, Suite 800 Milwaukee, WI 53202

Item 2(c)

Citizenship:

APLP is a Delaware limited partnership

Artisan Investments is a Delaware limited liability company

Artisan Holdings is a Delaware limited partnership

APAM is a Delaware corporation

Item 2(d)

Title of Class of Securities:

Class A Common Stock

Item 2(e)

CUSIP Number:

83207R107

Item 3

Type of Person:

(e) APLP is an investment adviser registered under section 203 of the Investment Advisers Act of 1940.

(g) Artisan Holdings is the sole limited partner of APLP and the sole member of Artisan Investments; Artisan Investments is the general partner of APLP; APAM is the general partner of Artisan Holdings.

Item 4

Ownership (at 9/30/2024):

(a)

Amount owned “beneficially” within the meaning of rule 13d-3:

777,380

(b)

Percent of class:

8.8% (based on 8,846,154 shares outstanding as of 8/9/2024)

(c)

Number of shares as to which such person has:

(i)

sole power to vote or to direct the vote: None

(ii)

shared power to vote or to direct the vote: 603,731

(iii)

sole power to dispose or to direct the disposition of: None

(iv)

shared power to dispose or to direct the disposition of: 777,380

Item 5

Ownership of Five Percent or Less of a Class:

Not Applicable

Item 6

Ownership of More than Five Percent on Behalf of Another Person:

The shares reported herein have been acquired on behalf of discretionary clients of APLP. Persons other than APLP are entitled to receive all dividends from, and proceeds from the sale of, those shares. None of those persons, to the knowledge of APLP, Artisan Holdings, APAM, or Artisan Investments has an economic interest in more than 5% of the class.

Item 7

Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person:

Not Applicable

Item 8

Identification and Classification of Members of the Group:

Not Applicable

Item 9

Notice of Dissolution of Group:

Not Applicable

Item 10

Certification:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.

Signature

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Date: 11/12/2024


ARTISAN PARTNERS ASSET MANAGEMENT INC, for itself and as the general partner of
ARTISAN PARTNERS HOLDINGS LP

By:		Gregory K. Ramirez *

ARTISAN INVESTMENTS GP LLC, for itself and as the general partner of
ARTISAN PARTNERS LIMITED PARTNERSHIP

By:		Gregory K. Ramirez *

*By:		/s/ Gregory K. Ramirez
		Gregory K. Ramirez
		Executive Vice President of Artisan Partners Asset Management Inc.
		Vice President of Artisan Investments GP LLC

Exhibit Index


Exhibit 1		Joint Filing Agreement dated 11/12/2024 by and among Artisan Partners Limited Partnership, Artisan Investments GP LLC, Artisan Partners Holdings LP, and Artisan Partners Asset Management Inc.

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Date	Price Target	Rating	Analyst
1/27/2025	$33.00 → $22.00	Neutral → Underperform	BofA Securities
11/25/2024	$41.00 → $36.00	Overweight → Neutral	Analyst

NAME OF REPORTING PERSON

Artisan Partners Limited Partnership

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (see Instructions)

(a) ☐ (b) ☐

Not Applicable

SEC USE ONLY

CITIZENSHIP OR PLACE OF ORGANIZATION

Delaware